Institutional Holders (2026 Q2)
53 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FLBR. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | O'Brien Greene & Co. Inc | 3.62% | 613,424 | $13.1M |
| 2 | Lumbard & Kellner, LLC | 1.76% | 270,704 | $5.8M |
| 3 | Accordant Advisory Group Inc | 1.61% | 111,375 | $2.4M |
| 4 | Mma Asset Management LLC | 0.86% | 126,658 | $2.7M |
| 5 | Morningstar Investment Management LLC | 0.50% | 341,071 | $8.1M |
| 6 | Es4, LLC | 0.47% | 41,600 | $891K |
| 7 | SeaBridge Investment Advisors LLC | 0.42% | 135,397 | $2.9M |
| 8 | Whitcomb & Hess, Inc. | 0.38% | 82,846 | $1.8M |
| 9 | Innealta Capital, LLC | 0.28% | 24,594 | $527K |
| 10 | Comprehensive Money Management Services LLC | 0.18% | 13,353 | $286K |
| 11 | Total Clarity Wealth Management, Inc. | 0.09% | 22,010 | $471K |
| 12 | Old Mission Capital LLC | 0.04% | 112,130 | $2.4M |
| 13 | PGIM Custom Harvest LLC | 0.02% | 65,723 | $1.4M |
| 14 | Federation des caisses Desjardins du Quebec | 0.01% | 201,500 | $4.3M |
| 15 | Armstrong Advisory Group, Inc | 0.01% | 7,124 | $153K |
| 16 | Banque Transatlantique SA | 0.01% | 12,074 | $259K |
| 17 | LRI Investments, LLC | 0.01% | 3,000 | $64K |
| 18 | Bank of Nova Scotia | 0.00% | 87,298 | $1.9M |
| 19 | Focus Partners Wealth | 0.00% | 100,585 | $2.2M |
| 20 | Global Retirement Partners, LLC | 0.00% | 6,618 | $142K |
| 21 | Raymond James Financial Inc | 0.00% | 310,693 | $6.7M |
| 22 | Parallel Advisors, LLC | 0.00% | 4,987 | $107K |
| 23 | Marshall Investment Management, LLC | 0.00% | 142 | $3K |
| 24 | Jpmorgan Chase & Co | 0.00% | 849,563 | $18.3M |
| 25 | Financial Consulate, Inc | 0.00% | 406 | $9K |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|